Weld Capital Management’s Hartford Financial Services HIG Stock Holding History

Weld Capital Management’s Portfolio HIG Stock Details HIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-7,674	Closed	-$283K	–	560
2020 Q3	$283K	Buy	+7,674	New	+$306K	0.11%	301
2019 Q4	–	Sell	-20,770	Closed	-$1.26M	–	744
2019 Q3	$1.26M	Sell	20,770 -640	-3%	-$37.4K	0.23%	106
2019 Q2	$1.19M	Sell	21,410 -7,504	-26%	-$396K	0.22%	138
2019 Q1	$1.44M	Sell	28,914 -27,915	-49%	-$1.33M	0.26%	112
2018 Q4	$2.53M	Buy	+56,829	New	+$2.56M	0.57%	8

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Weld Capital Management's HIG Position: Q4 2020 in Review

Weld Capital Management sold out of Hartford Financial Services (HIG) in Q4 2020, closing a stake of 7,674 shares — an estimated $283K sold.

Weld Capital Management first reported a position in HIG in Q4 2018 and held it in 5 quarters. The position peaked at $2.53M in Q4 2018. 638 funds tracked by Wall St. Rank hold HIG as of Q4 2020.

Weld Capital Management reported no remaining Hartford Financial Services position as of Q4 2020 after selling out during the quarter.
Weld Capital Management sold 7,674 Hartford Financial Services shares in Q4 2020, an estimated $283K.
Weld Capital Management first reported a position in Hartford Financial Services in Q4 2018 and held it in 5 quarters.
Weld Capital Management's Hartford Financial Services position peaked at $2.53M in Q4 2018.
638 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.